Scheduling contributions can be done by uploading a spreadsheet.
How to schedule contributions
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
Select Contributions.
Select Create New Contribution.
Fill out the Contribution Type, Pay Period, and Debit Date fields.
Please download and fill out the template before uploading contributions to ensure correct formatting.
Select Create Contributions.
Select Upload Contributions.
First download template
To ensure formatting accuracy, we recommend downloading the template before uploading contributions.
Contribution template fields
The contribution template will ask for Offering_ID, Employee ID, Employee_Deduction_Amount, and Employer_Contribution_Amount.